The best opportunities in healthcare right now

In the latest episode of the Invest it Best podcast, I speak with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson about how she analyses investment opportunities in the Drug & Device sector.

With a background in science and healthcare, both in industry and academia, Melissa has a PhD and subsequent postdoctoral fellowships across clinical research and drug commercialisation.

In this episode Melissa shares insights on how she thinks about applying valuations to healthcare businesses, referencing Telix (ASX: TLX) and Immutep (ASX: IMM) as particularly noteworthy ASX listed comapnies.

Listen now

Listen on Apple Podcasts

Listen on Spotify Podcasts

Discussion topics (with timestamps)

3:45 – Public listed companies in the healthcare industry (e.g. Ramsey, Sonic, Pacific Smiles, Capital Health, Monash IVF, Resmed, CSL)

4:50 – Applying a valuation to businesses in drug development

9:35 – Regulatory Body Approvals (FDA, TGA, EMA)

11:20 – Key catalyst for share price re-ratings (including Neuren (ASX: NEU) as an example)

13:51 – Orphan Drugs (what they are and why businesses invest in orphan drugs)

15:52 – Healthcare terminology

19:24 – The Telix pharmaceuticals success story

24:05 – Up and coming examples like Immutep

Livewire readers can subscribe to the Invest it Best podcast here to receive access to all future episodes as they are released.